Mosaic Family Wealth, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 24 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2021$985,000
+21.6%
7,801
+12.6%
0.26%
+14.3%
Q3 2021$810,000
+29.0%
6,928
+31.1%
0.22%
+23.8%
Q2 2021$628,000
+182.9%
5,283
+167.0%
0.18%
+182.8%
Q1 2021$222,0001,9790.06%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 114,289$11,393,0003.82%
Symmetry Partners, LLC 114,409$11,405,0000.88%
Coastline Trust Co 17,026$1,698,0000.23%
Capital Advisors, Ltd. LLC 4,542$453,0000.10%
Destiny Wealth Partners, LLC 3,129$312,0000.06%
Laurel Wealth Advisors, Inc. 2,791$278,0000.04%
QCI ASSET MANAGEMENT INC/NY 6,400$638,0000.04%
Center for Financial Planning, Inc. 900$90,0000.02%
D.A. DAVIDSON & CO. 5,435$542,0000.01%
EATON VANCE MANAGEMENT 22,720$2,264,0000.00%
View complete list of VANGUARD WELLINGTON FD shareholders